See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,381 | $179,726-76.4% | $156,263-72.9% | $142,382-70.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 16.88% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,380 | $5,069-33.3% | $4,333-22.0% | $4,299-21.4% |
| Participant deferral / active EE | $8,018 | $6,956+15.3% | $6,158+30.2% | $6,507+23.2% |
| Admin fee / account holder | $25,049 | $17,272+45.0% | $14,255+75.7% | $12,624+98.4% |